Institutional Ownership Otis Worldwide Corp (OTIS)
This table provides information about the institutional ownership of Otis Worldwide Corp (OTIS). We have compiled data on the 1,323 institutions that hold shares in the stock, with a total of 356 Million shares, which have been reported (via 13F filing form) to have a value of $36.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
2,283
shares
|
$233,916
0.02% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Nov 15, 2024 Q3 2024 |
2,278
shares
|
$233,403
0.14% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,275
shares
|
$233,096
0.0% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
2,273
shares
|
$232,891
0.09% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
2,271
shares
|
$232,686
0.01% of portfolio
|
Q3 2024
Reduced 13.22%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
2,267
shares
|
$232,276
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
2,262
shares
|
$231,764
0.1% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
2,222
shares
|
$227,666
0.01% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
2,218
shares
|
$227,256
0.03% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
2,210
shares
|
$226,436
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
2,207
shares
|
$226,129
0.05% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Northeast Investment Management
|
Oct 29, 2024 Q3 2024 |
2,195
shares
|
$224,899
0.01% of portfolio
|
Q3 2024
Reduced 12.02%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
Oct 31, 2024 Q3 2024 |
2,182
shares
|
$223,567
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,182
shares
|
$223,567
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,178
shares
|
$223,157
0.02% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,174
shares
|
$222,748
0.01% of portfolio
|
Q3 2024
Added 11.37%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
2,157
shares
|
$221,006
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
2,157
shares
|
$221,006
0.02% of portfolio
|
Q2 2024
Reduced 8.1%
|
|
|
Pavion Blue Capital, LLC
|
Oct 23, 2024 Q3 2024 |
2,151
shares
|
$220,391
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
2,143
shares
|
$219,571
0.01% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,137
shares
|
$218,957
0.07% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
2,130
shares
|
$218,239
0.01% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Bennett Selby Investments LP
|
Oct 10, 2024 Q3 2024 |
2,126
shares
|
$217,829
0.09% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
2,107
shares
|
$215,883
0.01% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
2,106
shares
|
$215,780
0.08% of portfolio
|
Q3 2024
Reduced 9.26%
|